Can I create Departments in ApprovalMax that have different Approvers? (Xero)
You can use Xero Tracking Categories with tracking options for this purpose.
This is how it works:
- First, create a Tracking Category in Xero: a Department with tracking options such as Production, Marketing, Sales, etc.
- Then, sync this Tracking Category to ApprovalMax.
- Next, assign each tracking option to an Approver in the workflow:
Please note: If you change Tracking categories/Tracking options in Xero, they will not be automatically updated in the approval matrix. You need to update it manually.Related Articles
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